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Business Documents Guide

Organize business documents with FilesDesk.

Common Business Documents​

FilesDesk handles all standard business documents:

  • Invoices and receipts
  • Contracts and agreements
  • Reports and proposals
  • Correspondence and emails
  • Meeting notes and minutes
Business/
├── Finance/
│   ├── Invoices/
│   ├── Receipts/
│   └── Statements/
├── Legal/
│   ├── Contracts/
│   └── Agreements/
├── Operations/
│   ├── Reports/
│   └── Proposals/
└── Communications/
    ├── Letters/
    └── Memos/

Setup for Business Use​

1. Scanner Integration​

Set your scanner's output folder as a watch folder:

C:\Scans\

FilesDesk will automatically categorize and rename scanned documents.

2. Email Attachment Processing​

Save email attachments to a dedicated folder:

C:\Downloads\Email Attachments\

3. Template for Business​

{category}/{year}/{date}_{vendor-or-client}_{description}

Compliance Considerations​

Retention​

  • Maintain original files with clear naming
  • Include dates for retention tracking
  • Use consistent categories for auditing

Security​

  • Keep sensitive documents in restricted folders
  • Consider local AI processing for confidential files
  • Review AI provider data policies

Tips​

  1. Consistent naming - Use same vendor names
  2. Include amounts - For invoices and receipts
  3. Add reference numbers - For tracking
  4. Regular cleanup - Archive old documents